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Financial Planner/Life Planner

Full Time

MYR 2,500.00 - 3,000.00 (Negotiable)

Junior

3 years experience

Banking/Financial Services (Financial Planning/Wealth Management)

(Hybrid) Suite 34A.03A, Level 3A, Block B, Riverson Walk, Off, 1, 88000 Kota Kinabalu, Sabah, Malaysia

Financial Planner/Life Planner

(Hybrid) Suite 34A.03A, Level 3A, Block B, Riverson Walk, Off, 1, 88000 Kota Kinabalu, Sabah, Malaysia

Job Description

Job Summary:

  • 1 year of relevant work experience required for this role
  • Full time hours
  • Looking for candidates who are available to work:
    Mon: Morning, Afternoon, Evening
    Tue: Morning, Afternoon, Evening
    Wed: Morning, Afternoon, Evening
    Thu: Morning, Afternoon, Evening
    Fri: Morning, Afternoon, Evening
    Sat: Morning, Afternoon, Evening

Working rights required for this role.

Job Responsibilities:

  • Prospect and sell products to customers via benefit
  • Liaise with customers on pre and post sales
  • Engage and interact with customer face to face
  • Focus on customer-relationship
  • Communicate with existing clients for repeat business and referrals.
     


 

Benefits:

  • Monthly bonuses from RM 3,600 to RM 16,000
  • Quarterly and Yearly Bonus.
  • 5 Star overseas trip to Asia, Europe and others every year.
  • Fast and Guaranteed Promotion to Managerial Level
  • NextGen Leader Program
  • Special Benefits (EXCLUSIVE FOR NEXT GEN MILLIONAIRE ONLY) DOUBLE MILLIONAIRE CHALLENGE: RM 2,000,000 Cash Reward
     

2026 AIA Convention Trips

  1. Rookie Life Planner Convention: Phuket, Thailand (3 months period)
  2. Star Convention: Perth, Australia
  3. Summit Convention: Nice & Marseille, France
     

Job Requirements

1. RintiZ

  • 18 and above
  • SPM and above
  • Monthly Bonuses: Rm 3,600 + Consistency Booster + Commission + Bonuses + Other Incentives
     

2. Next Gen Millionaire

  • 21 to 55 
  • Diploma and above
  • 3-yr work experience
  • Monthly Bonuses: RM 16,000 + Bonuses + Other Incentives
  • Potential Extra Rewards of RM 1 Mil + 1 Mil

Required Language

-

Skills

Required (Must) Preferred (Add-on)
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